Kopi Time E064: Blackrock’s Neeraj Seth on US, China, and EM rates strategy

Neeraj Seth, Managing Director and Head of Asian Fixed Income at BlackRock, joins to Kopi Time to talk about rates and credit outlook in the US, China, and rest of Asia. We begin with an overview of the current slowing-growth-firming-inflation dynamic, which Neeraj finds not alarming given the lingering strength in demand, and the supply side nature of production disruptions and inflation. He also thinks the US credit/rates space is likely to remain supported in 2022 even around a Fed taper window. We then move on to China; Neeraj details his views on credit market stress, rregulatory tightening, power shortage, supply side disruption, common prosperity, policy outlook, and the value in various fixed income assets. We also discuss the shock absorptive capacity of China’s financial sector. We then move on to the rest of the region, going over the markets of India, Indonesia, Singapore, South Korea, and Thailand. Neeraj’s wealth of experience in managing regional assets makes his views particularly worthwhile to listen. 

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